Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Have A Question About This Topic?
Saving for College 101
Here’s a crash course on saving for college.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
A Financial Checklist for Post-Graduates
If you are just starting out on your first job in your first apartment – or if someone you love is in that position - this simple checklist can help you build a solid financial future.
View all articles
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Perspectives on Liquidity Solutions
By being liquid – having cash or credit on hand when you need it –
Saving for College 101
Here’s a crash course on saving for college.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos